Building Your Business – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 01 Feb 2024 20:36:51 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Building Your Business – Investment Executive https://www.investmentexecutive.com 32 32 What to know when advising Muslim clients https://www.investmentexecutive.com/building-your-business/client-communications/what-to-know-when-advising-muslim-clients/ Thu, 01 Feb 2024 20:36:51 +0000 https://www.investmentexecutive.com/?p=479698 Challenges include product availability, proper portfolio construction

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]]> The slow work of converting social media followers to clients https://www.investmentexecutive.com/building-your-business/client-communications/the-slow-work-of-converting-social-media-followers-to-clients/ Fri, 22 Sep 2023 12:35:32 +0000 https://www.investmentexecutive.com/?p=472062 Committing to a platform and showing your personality can help with prospecting

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]]> Firm hopes to support younger advisors through new practice financing program https://www.investmentexecutive.com/building-your-business/practice-management/firm-hopes-to-support-younger-advisors-through-new-practice-financing-program/ Tue, 20 Jun 2023 10:00:14 +0000 https://www.investmentexecutive.com/?p=467297 Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

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]]> How to write a job posting for an assistant https://www.investmentexecutive.com/building-your-business/practice-management/how-to-write-a-job-posting-for-an-assistant/ Fri, 09 Jun 2023 13:00:28 +0000 https://www.investmentexecutive.com/?p=466769 Every job posting must answer three main questions

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]]> In tight labour market, finding a good assistant isn’t getting any easier https://www.investmentexecutive.com/building-your-business/practice-management/in-tight-labour-market-finding-a-good-assistant-isnt-getting-any-easier/ Tue, 06 Jun 2023 14:00:19 +0000 https://www.investmentexecutive.com/?p=466490 Firms should focus on retention as well as recruitment

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]]> When your child isn’t fit to be your successor https://www.investmentexecutive.com/building-your-business/practice-management/when-your-child-isnt-fit-to-be-your-successor/ Mon, 29 May 2023 16:14:25 +0000 https://www.investmentexecutive.com/?p=466211 Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

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]]> How financial advisors dealt with the SVB collapse https://www.investmentexecutive.com/building-your-business/client-communications/how-financial-advisors-dealt-with-the-svb-collapse/ Fri, 17 Mar 2023 20:22:37 +0000 https://www.investmentexecutive.com/?p=462472 Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

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]]> ETF usage plateaus among brokerage advisors https://www.investmentexecutive.com/newspaper_/advisors-report-card/etf-usage-plateaus-among-brokerage-advisors/ Tue, 11 Oct 2022 04:15:00 +0000 https://www.investmentexecutive.com/?p=452824 Mutual fund usage among dealer advisors remains high, but fell between 2021 and 2022

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]]> Advisors need to help clients find purpose in retirement https://www.investmentexecutive.com/building-your-business/client-communications/advisors-need-to-help-clients-find-purpose-in-retirement/ Fri, 09 Sep 2022 15:04:42 +0000 https://www.investmentexecutive.com/?p=451007 Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

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]]> Advisors must improve how they work with wealthy families https://www.investmentexecutive.com/building-your-business/client-communications/advisors-must-improve-how-they-work-with-wealthy-families/ Wed, 10 Aug 2022 15:59:11 +0000 https://www.investmentexecutive.com/?p=449081 False assumptions and biases limit advisors’ ability to serve the wealthiest clients, suggests a family office consultant

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